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Toth Financial Advisory’s iShares Future Exponential Technologies ETF XT Stock Holding History

Toth Financial Advisory’s Portfolio XT Stock Details XT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-150
Closed -$9.79K – 844
2025
Q2 		$9.79K Buy
+150
New +$8.95K ﹤0.01% 494

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Toth Financial Advisory's XT Position: Q3 2025 in Review

Toth Financial Advisory sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2025, closing a stake of 150 shares — an estimated $9.79K sold.

Toth Financial Advisory first reported a position in XT in Q2 2025 and held it in 1 quarter. The position peaked at $9.79K in Q2 2025. 269 funds tracked by Wall St. Rank hold XT as of Q3 2025.

  • Toth Financial Advisory reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 150 iShares Future Exponential Technologies ETF shares in Q3 2025, an estimated $9.79K.
  • Toth Financial Advisory first reported a position in iShares Future Exponential Technologies ETF in Q2 2025 and held it in 1 quarter.
  • Toth Financial Advisory's iShares Future Exponential Technologies ETF position peaked at $9.79K in Q2 2025.
  • 269 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.